+13.1%
GSK vs NVMI
-11.6%
+24.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.4% | +7.5% | +4.9% |
| 7D | +4.9% | -11.8% | +16.7% | +4.2% |
| 30D | +9.9% | -24.8% | +34.7% | +8.4% |
| 3M | +0.2% | -28.6% | +28.7% | -1.2% |
| 6M | +2.3% | -40.0% | +42.3% | +0.6% |
| YTD | +7.1% | -10.1% | +17.1% | +4.5% |
| 1Y | +13.1% | -9.8% | +22.9% | +10.4% |
| All | +13.1% | -11.6% | +24.7% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling